Author Topic: DVA DaVita HealthCare Partners  (Read 216022 times)

Cigarbutt

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Re: DVA DaVita HealthCare Partners
« Reply #530 on: October 01, 2018, 07:22:11 AM »
Vetoed
https://www.axios.com/dialysis-industry-win-california-bill-veto-335eccdc-82cf-4575-921c-38cf1302a7e7.html

A good win for the company.

1+
But, longer term, "fighting" the regulatory beast will continue to be a Herculean task as every time a head is chopped off, two heads will grow, just like the Lernaean Hydra. It can be done but requires a sword and fire, perhaps a nice challenge for Mr. Thiry.



walkie518

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cubsfan

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Re: DVA DaVita HealthCare Partners
« Reply #533 on: October 15, 2018, 08:09:36 AM »
Our California ballot comes up Nov 6th:

https://lao.ca.gov/BallotAnalysis/Proposition?number=8&year=2018

Let's hope CA voters are rational and defeat it.

Pretty clear, that dialysis is growing problem in CA, and the state will need private providers to expand into poor
and rural areas to cope with this problem, unless the state wants to open and run more clinics themselves.
This dialysis issue is likely the most serious health crisis CA has, exacerbated by the influx of immigrants, who
are tying up the emergency rooms in poor/rural areas.  Somebody has to take care of these people.

If passed, I don't see why private providers would bother to expand their operations in CA, when their are
other states that would welcome new clinics with open arms.

We will see if the voters get it.

https://www.sfchronicle.com/business/article/California-s-Proposition-8-seeks-to-cap-revenue-13299978.php

DooDiligence

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Re: DVA DaVita HealthCare Partners
« Reply #534 on: October 20, 2018, 08:14:46 AM »
How do I find out if CALPERS is still long Davita?

Not that it matters, just curious.
BRK.B - 24.9% // Healthcare 22.5% - EW NVO // Auto's & Oil 18.4% - CLB GPC PSX VDE

Banking 9.4% - WFC // Entertainment 4.7% - DIS // Drinkers & Smokers 6.4% - MO

Retail 9.0% - ULTA VLGEA

---

%'s held @ MV 2/25/20 fully invested
18 months of $

i trumpet my ignorance

https://twitter.com/tunawis

Cigarbutt

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Re: DVA DaVita HealthCare Partners
« Reply #535 on: October 20, 2018, 09:39:54 AM »
How do I find out if CALPERS is still long Davita?
Not that it matters, just curious.
Hi DooDiligence,

What you may want to do is to access the Edgar filing site, plug in "california public employees", go to their filings, get to the 13-Fs and open the information table.
https://www.sec.gov/edgar/searchedgar/companysearch.html

A few months ago, looked at the funding aspect of pension funds (private and public) and looked at CalPERS.
https://www.calpers.ca.gov/page/about/organization/facts-at-a-glance/solid-foundation-for-the-future
Won't tell you about conclusions reached concerning their solid foundation as saturation point has been reached in terms of sentiment input.

Not sure if having CalPers as a partner is relevant but, if political ramifications are considered, some have suggested that CalPERS' buying activity may be a relative contrarian indicator.
http://accfcorpgov.org/wp-content/uploads/2017/12/CalPERS-Report-Final.pdf

How's the weather in Florida these days? Here, the colors are absolutely beautiful.

DooDiligence

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Re: DVA DaVita HealthCare Partners
« Reply #536 on: October 20, 2018, 07:00:05 PM »
How do I find out if CALPERS is still long Davita?
Not that it matters, just curious.
Hi DooDiligence,

What you may want to do is to access the Edgar filing site, plug in "california public employees", go to their filings, get to the 13-Fs and open the information table.
https://www.sec.gov/edgar/searchedgar/companysearch.html

A few months ago, looked at the funding aspect of pension funds (private and public) and looked at CalPERS.
https://www.calpers.ca.gov/page/about/organization/facts-at-a-glance/solid-foundation-for-the-future
Won't tell you about conclusions reached concerning their solid foundation as saturation point has been reached in terms of sentiment input.

Not sure if having CalPers as a partner is relevant but, if political ramifications are considered, some have suggested that CalPERS' buying activity may be a relative contrarian indicator.
http://accfcorpgov.org/wp-content/uploads/2017/12/CalPERS-Report-Final.pdf

How's the weather in Florida these days? Here, the colors are absolutely beautiful.

I'm sure glad that I don't rely on CalPers for income.

Seems like they're shooting themselves in the foot here & should be shorting Davita instead.

---

Color changes are lovely!
We have green & then brown & then green again (which isn't particularly exciting.)

However, rain or shine, the weather here is usually beautiful.
We have hot & we have cold, & then hot again (with a nice bout of cool between each change.)

All we're missing is mountains, but that makes bike riding easier.
BRK.B - 24.9% // Healthcare 22.5% - EW NVO // Auto's & Oil 18.4% - CLB GPC PSX VDE

Banking 9.4% - WFC // Entertainment 4.7% - DIS // Drinkers & Smokers 6.4% - MO

Retail 9.0% - ULTA VLGEA

---

%'s held @ MV 2/25/20 fully invested
18 months of $

i trumpet my ignorance

https://twitter.com/tunawis

walkie518

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Re: DVA DaVita HealthCare Partners
« Reply #537 on: October 22, 2018, 10:26:27 AM »
How do I find out if CALPERS is still long Davita?
Not that it matters, just curious.
Hi DooDiligence,

What you may want to do is to access the Edgar filing site, plug in "california public employees", go to their filings, get to the 13-Fs and open the information table.
https://www.sec.gov/edgar/searchedgar/companysearch.html

A few months ago, looked at the funding aspect of pension funds (private and public) and looked at CalPERS.
https://www.calpers.ca.gov/page/about/organization/facts-at-a-glance/solid-foundation-for-the-future
Won't tell you about conclusions reached concerning their solid foundation as saturation point has been reached in terms of sentiment input.

Not sure if having CalPers as a partner is relevant but, if political ramifications are considered, some have suggested that CalPERS' buying activity may be a relative contrarian indicator.
http://accfcorpgov.org/wp-content/uploads/2017/12/CalPERS-Report-Final.pdf

How's the weather in Florida these days? Here, the colors are absolutely beautiful.

I'm sure glad that I don't rely on CalPers for income.

Seems like they're shooting themselves in the foot here & should be shorting Davita instead.

---

Color changes are lovely!
We have green & then brown & then green again (which isn't particularly exciting.)

However, rain or shine, the weather here is usually beautiful.
We have hot & we have cold, & then hot again (with a nice bout of cool between each change.)

All we're missing is mountains, but that makes bike riding easier.
Calpers is making a big mistake here by supporting prop 8.

That said, avg return per clinic is something like 17% and the bill limits to 15%, but from what I can see, there are many, many ways around not paying a dime to insurers...this bill likely has more to do with the creation of a new union than the insurers fighting back?

cubsfan

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Re: DVA DaVita HealthCare Partners
« Reply #538 on: October 22, 2018, 11:44:39 AM »
Fortunately there is quite a lot of opposition from groups that count:

https://noprop8.com


This is all about a union land grab. Hopefully voters see through it.

gfp

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Re: DVA DaVita HealthCare Partners
« Reply #539 on: November 07, 2018, 05:48:06 AM »